Aug. 11 at 10:41 PM
$INTC Intel has all the same IP, manufacturing and product portfolio capability and expertise as
$AMD,
$TSM and
$NVIDIA combined. Sure, they are a little behind
$AMD in power efficiency, a little behind
$TSM on leading edge lithography, and maybe 1.5 generations behind
$NVDA when it comes to GPU, but they have 100% of the technology pedigree at 99% discount. Literally.
If China had a semiconductor juggernaut this close to the USA, there would be literal panic in the streets.